Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-214,251
Closed -$1.91M 10755
2025
Q2
$1.91M Sell
214,251
-13,617
-6% -$106K ﹤0.01% 4866
2025
Q1
$1.38M Buy
227,868
+111,755
+96% +$780K ﹤0.01% 5021
2024
Q4
$892K Buy
116,113
+8,890
+8% +$55.5K ﹤0.01% 5391
2024
Q3
$532K Buy
107,223
+16,193
+18% +$80.1K ﹤0.01% 5183
2024
Q2
$402K Sell
91,030
-37,049
-29% -$175K ﹤0.01% 5172
2024
Q1
$703K Sell
128,079
-7,986
-6% -$43.6K ﹤0.01% 4911
2023
Q4
$778K Buy
136,065
+52,194
+62% +$287K ﹤0.01% 4710
2023
Q3
$508K Sell
83,871
-136,845
-62% -$894K ﹤0.01% 4641
2023
Q2
$1.43M Buy
220,716
+176,436
+398% +$1.27M ﹤0.01% 3877
2023
Q1
$361K Sell
44,280
-48,951
-53% -$377K ﹤0.01% 4945
2022
Q4
$583K Buy
93,231
+83,258
+835% +$628K ﹤0.01% 4572
2022
Q3
$79K Sell
9,973
-137,122
-93% -$1.31M ﹤0.01% 5922
2022
Q2
$1.45M Buy
147,095
+49,637
+51% +$540K ﹤0.01% 3406
2022
Q1
$1.29M Buy
97,458
+25,077
+35% +$388K ﹤0.01% 3852
2021
Q4
$1.51M Buy
72,381
+71,878
+14,290% +$1.87M ﹤0.01% 4011
2021
Q3
$15K Buy
503
+303
+152% +$10.8K ﹤0.01% 7509
2021
Q2
$7K Sell
200
-41,623
-100% -$1.32M ﹤0.01% 8343
2021
Q1
$1.1M Buy
+41,823
New +$1.26M ﹤0.01% 4157

Other funds holding OLO

UBS Group's OLO Position: Q3 2025 in Review

UBS Group sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 214,251 shares — an estimated $1.91M sold.

UBS Group first reported a position in OLO in Q1 2021 and held it in 18 quarters. The position peaked at $1.91M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • UBS Group reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 214,251 Olo Inc shares in Q3 2025, an estimated $1.91M.
  • UBS Group first reported a position in Olo Inc in Q1 2021 and held it in 18 quarters.
  • UBS Group's Olo Inc position peaked at $1.91M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.